Jupiter UK Alpha Fund (IRL)L (GBP) IncRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -9.1 | 14.6 | -2.4 | 5.6 | 1.7 |
![]() | +/-Cat | 0.0 | -3.3 | -0.4 | -2.6 | -5.3 |
![]() | +/-B’mrk | - | - | - | -2.0 | -5.6 |
Category: UK Large-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 15/07/2024 | GBP 10.20 | |
Day Change | -0.31% | |
Morningstar Category™ | UK Large-Cap Equity | |
IA (formerly IMA) Sector | - | |
ISIN | IE00BK0SMQ34 | |
Fund Size (Mil) 15/07/2024 | GBP 25.20 | |
Share Class Size (Mil) 15/07/2024 | GBP 0.01 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 08/07/2022 | 1.85% |
Morningstar Research |
Analyst Report | 31/05/2024 Morningstar Manager Research, Morningstar, Inc |
Merian UK Alpha (IRL)’s experienced lead manager, together with a proven approach continue to make it an appealing UK large cap option. Our positive view on the investment team and approach has not changed. However, under our enhanced ratings... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Jupiter UK Alpha Fund (IRL)L (GBP) Inc |
The objective of the fund is to seek to achieve capital appreciation. The fund seeks to achieve its objective through investment in a well-diversified portfolio of equities of predominantly UK issuers or of issuers established outside the UK which have a predominant proportion of their assets and/or business operations in the UK or securities listed on a UK exchange. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Ed Meier 01/09/2023 | ||
Errol Francis 01/09/2023 | ||
Inception Date 11/02/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter UK Alpha Fund (IRL)L (GBP) Inc | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.52 |
![]() | ![]() | 5.02 |
![]() | ![]() | 4.95 |
![]() | ![]() | 4.93 |
![]() | ![]() | 4.87 |
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Jupiter UK Alpha Fund (IRL)L (GBP) Inc |